Recent geopolitical events have sent shock waves through energy markets. Investors have watched the price of oil rise as high as $119 per barrel in some markets, while energy infrastructure assets in the Middle East have been targeted in attacks. The Strait of Hormuz, through which 20% of the world's liquefied natural gas (LNG) and oil flows, is effectively closed as I write this.All of this uncertainty could fundamentally change how decision-makers think about meeting energy needs, and that could be great ...

Cambridge, Massachusetts-based GE Vernova Inc. (GEV) is an energy company with a market cap of $226.7 billion. It provides various products and services that generate, transfer, orchestrate, convert, and store electricity. Companies valued at $200 billion or more are typically classified as “mega-cap stocks,” and GEV fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the specialty industrial machinery industry. The company’s prima ...

Santa Clara-headquartered Oklo Inc (NYSE: OKLO) surged another 20% this morning – extending a blistering rally that now has the nuclear-tech firm trading at 4.5x its price at the start of 2025. The la... ...